+282.7%
FLEX vs NVT
+131.3%
+151.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.5% |
| 7D | +7.5% | +8.0% | -0.5% | +1.6% |
| 30D | -25.3% | -24.8% | -0.5% | -6.9% |
| 3M | -39.7% | -32.4% | -7.3% | -18.4% |
| 6M | -47.9% | -33.5% | -14.4% | -28.4% |
| YTD | +24.1% | +13.2% | +10.9% | +20.3% |
| 1Y | +26.0% | +9.0% | +17.0% | +24.9% |
| 3Y | +282.7% | +129.4% | +153.3% | +99.6% |
| All | +282.7% | +131.3% | +151.4% | +99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded NVT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling